Anic Equity¶
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Total return since start: 0.616 %¶
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Equity now: -----------------------------> 49350.45 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45288.91 Kr¶
PnL: ---------------------------------------> 232.91 Kr¶
DD now: ---------------------------------> -7.097 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:31:24.798876'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.390000 | 1661.220000 | 192.220000 | 13.090000 | 1468.999998 |
| Orrön Energy | 180 | -0.450000 | 2192.400000 | 149.400000 | 7.310000 | 2043.000000 |
| Sedana Medical | 93 | -0.840000 | 2639.340000 | 118.340000 | 4.690000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -0.050000 | 994.500000 | 59.500000 | 6.360000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.180000 | 1008.000000 | 47.000000 | 4.890000 | 960.999996 |
| Hoist Finance | 35 | 0.000000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Sagax B | 4 | -0.760000 | 890.400000 | 36.400000 | 4.260000 | 854.000000 |
| JM | 6 | -0.270000 | 900.000000 | 36.000000 | 4.170000 | 864.000000 |
| Catena | 2 | -1.480000 | 826.400000 | 34.400000 | 4.340000 | 792.000000 |
| Hexatronic Group | 12 | -0.690000 | 994.800000 | 27.800000 | 2.870000 | 966.999996 |
| Sagax A | 4 | -1.790000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Bilia A | 8 | -0.090000 | 915.200000 | 15.200000 | 1.690000 | 900.000000 |
| Gränges | 9 | -0.190000 | 940.500000 | 12.500000 | 1.350000 | 927.999999 |
| HEXPOL B | 9 | 0.440000 | 1032.300000 | 11.300000 | 1.110000 | 1020.999996 |
| Biotage | 7 | -0.730000 | 950.600000 | 9.600000 | 1.020000 | 940.999997 |
| Byggmax Group | 33 | -1.020000 | 963.600000 | 7.600000 | 0.790000 | 956.000001 |
| AcadeMedia | 8 | -0.300000 | 405.200000 | 3.200000 | 0.800000 | 402.000000 |
| BioGaia B | 8 | -1.850000 | 932.800000 | 2.800000 | 0.300000 | 930.000000 |
| ASSA ABLOY B | 3 | 0.120000 | 780.600000 | 1.600000 | 0.210000 | 779.000001 |
| Clas Ohlson B | 12 | -0.980000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| VEF | 909 | -3.050000 | 1850.720000 | 0.720000 | 0.040000 | 1850.000436 |
| OX2 | 13 | -0.610000 | 949.000000 | -1.000000 | -0.110000 | 949.999999 |
| EQT | 4 | -1.630000 | 822.800000 | -9.200000 | -1.110000 | 832.000000 |
| Alimak Group | 11 | -0.840000 | 910.800000 | -17.200000 | -1.850000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -0.080000 | 917.500000 | -22.500000 | -2.390000 | 940.000000 |
| Addnode Group B | 11 | -1.400000 | 889.350000 | -31.650000 | -3.440000 | 921.000003 |
| Indutrade | 5 | -0.630000 | 1182.500000 | -35.500000 | -2.910000 | 1218.000000 |
| Latour B | 4 | -0.590000 | 811.200000 | -45.800000 | -5.340000 | 857.000000 |
| Vitec Software Group B | 2 | -1.790000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| Bufab | 3 | -0.970000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| Hexagon B | 26 | -1.510000 | 3381.300000 | -79.700000 | -2.300000 | 3461.000010 |
| BHG Group | 97 | -1.050000 | 1366.730000 | -92.270000 | -6.320000 | 1458.999989 |
| INVISIO | 16 | -0.880000 | 3584.000000 | -105.000000 | -2.850000 | 3689.000000 |
| TOTAL | 45288.910000 | 232.910000 | -7.0969% | 45056.000411 |
Updated:¶
'2023-07-05 09:31:41.506061'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
